flowHelp center

Manage workspace

All guides

Brand the client portal and workspace emails

Preview and publish a product name, accent, and scanned logo.

Manage retention and scheduled workspace deletion

Review data-lifecycle windows and understand the Owner's deletion and cancellation controls.

Restrict workspace email domains

Set allowed sign-in domains without excluding current members or pending invitees.

Set notification defaults and understand delivery

Choose available notification channels and reminders for the workspace.

Set limits for outbound calls

Control destinations, delivery rate, and timeout for webhooks and automation calls.

Invite people and manage workspace access

Invite an internal teammate, choose an assignable role, and recover an expired invitation.

Understand roles and permission ceilings

Learn why a role, a permission, and access to a particular resource are different.

Set workspace sign-in security policies

Require MFA and configure password rules as the workspace Owner.

Create a team and add its people

Group internal teammates and understand the project access a team can provide.

Set workspace defaults for work

Choose the workspace name, calendar defaults, and dependency behavior.